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Navi Mutual Funds

Essel Mutual Fund is registered with SEBI. It is wholly-owned subsiadiary of the Essel Group. The compnay offers optimal allocation between credit, liquidity and duration drivers. Navi AMC Limited manages assetmore...

12

Schemes

₹ 925 Cr

Total AUM

  • Overview
  • All Schemes
  • Equity Funds
  • Debt Funds
  • Tax Saver
  • Hybrid
  • ISIN

Investment Calculator

Navi 3 in 1 Fund (G)
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Investment Duration5 years

₹ 0

Total Investment

₹ 0

Wealth Gained

₹ 0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Top Essel Finance Mutual Fund Schemes

Fund NameScripbox Opinion
Till Date CAGR
Navi 3 in 1 Fund (G)

Navi 3 in 1 Fund (G)

13.5%

9%

16.4%

12.6%

0%

0%

17.4%

14%

-

7.1%

Key Information

Navi AMC Limited manages assets worth 924 crores and was set up on 9 April 2009. It's current offering of mutual fund schemes includes 29 equity,14 debt and 32 hybrid funds.

Name

Essel Funds Management Company Ltd

Sponsor

Essel Finance Wealth Zone Private Limited

AUM

₹ 924

Incorporation Date

9 April 2009

MD & CEO

Mr. Rajiv Shastri

CIO

Mr. Viral Berawala

AUM

₹ 924

Trustee

Essel Mutual Fund Trustee Limited

contact-amc-about

Essel Finance Mutual Fund Customer Care

Telephone Number

033-40185000

Email Address

mutualfund@esselfinance.com

Website

https://www.navimutualfund.com/

Address

"Peerless Mansion" 3rd Floor, 1Chowringhee Square, Kolkata- 700067

Essel Finance Mutual Funds NAV Chart

Navi 3 in 1 Fund (G)
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NAV ()

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How to invest in best mutual funds?

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01

Choose a plan

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02

Create an Account

Create an account with Scripbox through a paperless process, to invest in this fund.

03

Invest online & transfer

Invest via netbanking, UPI or through an SIP (eNACH mandate).

04

Track your investments

Track, invest more and withdraw your investments through the Scripbox dashboard

TRUST

  1. 4100+Crores
  2. 2500+Cities
  3. 7200+Customers are millionaires
We thrive on trust.

We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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How to Invest in Navi Mutual Funds?

Invest online in Fund house via Scripbox. It is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.

  • Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button. This will unlock a list of investment options as per your life goal. To start investing in the Mutual Funds Scheme, pick any of the options best suited to your financial goal. Click on “Continue” to proceed with Mutual Fund Investment
  • Sign up to create an account: If you are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. You can select “Every month SIP” or “One-time payment” option depending on your cash flow. The investment amount can be as per your financial goal and cash flow. Click on the “See Recommended Funds” to proceed for investment.
  • Check the Plan and Fund Allocation: A list of mutual funds to invest online and the allocated amount for the selected plan is shown on this page. Read the details before proceeding ahead. If you wish to change the fund or amount, you can do that by clicking on the option, “I want to change Funds/ Amount.” Now click on the”Next” button to make the payment.
  • Bank Details and Money Transfer: In the last step, you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest In Navi Mutual Fund

KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund company. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents required by Resident Indians and PIO residing in India:

  • Photograph
  • Pan Card
  • Address proof (Aadhar Card (Both Front & Back) / Driving License/ Passport/ Voter ID Card) 
  • KYC Authorisation Letter. (Please write on a paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
  • Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload the clear colour scanned copies of their KYC documents during the registration itself. Or. You could share your KYC documents at help@scripbox.com or WhatsApp it to us on +91-8884448026.

How to Download Navi Mutual Fund Investment Statement? 

The following steps will guide you to download the Navi mutual fund investment statement using the Scripbox App: 

  • Login to the Scripbox App
  • In the menu, select ‘Profile’
  • Next, choose the ‘Investment History’ option
  • Click on ‘Email Me’. You will receive an email with a link to download your Scripbox Investment History to your registered email address. Download the statement by clicking on the link. 

The excel document includes the following details:

  • Orders Tab: This section has the following details: folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
  • Current Holding Tab: This section has the following information, fund name, number of units, current value of the investment, folio number and purpose.

Fund Managers of Navi Mutual Fund

Fund Manager NameType Of FundNumber of Schemes
Saravana KumarEquity and Debt9
Girish RajEquity2
Pradeep SukteEquity1

Mr. Saravana Kumar

Mr Kumar is the Chief Investment Officer at Navi Mutual Fund. He has been associated with the Compnay since 2019. He has more than 29 years of experience in Asset Management, Banking, Insurance and Portfolio Management Services.

Earlier, he worked with LIC Mutual Fund where he held the position of  Head of Investments from October 2013-15. He also worked with AIA Life Insurance Co. Ltd. as CIO from 2009-13. From 2003 to 2009 he worked at ICICI Bank Limited as Deputy GM. He was also a Fund Manager at SBI from 2001-03.

Academically, Mr Kumar holds an Engineering Degree in Electronics & Telecommunications. In addition, he has also done his MBA in Finance from IIM Bangalore. He is also a CAIIB. 

Mr. Girish Raj

Mr Raj has more than 17 years of experience in Portfolio Management Services and Broking industry. His previous associations include the following Quest Investment Advisors (Quest), IFCI Financial Services Ltd. (IFIN), Pranav Securities Pvt. Ltd., Independent Research Private Limited (IRPL), and also Asian Techno Investments Pvt. Ltd. He currently manages two funds at Navi Mutual Fund.

Mr. Pradeep Sukte

Mr Sukte is currently the Dealer – Equity and Fund Manager of Navi Arbitrage Fund. He is also a key personnel at the fund house. Prior to joining Essel, he was with Sahara Asset Management Co. Pvt. Ltd., IDFC Securities Limited, Quantum Securities Private Limited, UTI Securities Limited and also HDFC Securities Limited. Mr Sukte holds a CFA certification and also a B.Com degree.

Frequently Asked Questions

Is Navi mutual fund good?

Navi mutual fund was incorporated to offer financial services hassle-free, affordable and simply accessible. Furthermore, the company leverages a technology driven and customer centric approach to create its financial products. In January 2021, Navi Mutual Fund acquired Essel Mutual Fund and renamed it to Navi. The company currently manages 10 funds with an AUM worth INR 697.45 crores.

Which is the best Navi mutual fund?

A best Navi mutual fund may vary from one investor to another. Navi mutual fund has 10 funds catering to multiple investors’ needs. Therefore, one must align their investment purpose and risk, with the fund’s objectives and risk level to find the best fit.

How can I start SIP in Navi Mutual Funds Online?

One can invest in Navi Mutual Fund online directly through Scripbox. Alternatively, they can invest in Navi Mutual Fund through the fund houses’ website. Moreover, they can also invest in Navi Mutual Fund through any other online platform or mobile application.

How to stop SIP in Navi mutual fund online?

A SIP can be stopped online by directly going to the Navi mutual fund website and logging in with a folio number or any online portal where the investment has been started.

How to withdraw Navi Mutual Fund investment?

To withdraw money from Navi Mutual Fund, one can visit the nearest Navi Mutual Fund office and submit a form. Alternatively, they can visit the Navi Mutual Fund website and redeem the investment by logging in with the folio number. They can also withdraw their Navi Mutual Fund investments from any online portal where they first invested.

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